WEALTH CLUB ASSET MANAGEMENT LIMITED
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Next accounts due
2027-03-31 (in 10mo)
Last filed for 2025-06-30
Confirmation statement due
2026-09-13 (in 4mo)
Last made up 2025-08-30
Watchouts
None on the register
Cash
£1M
+16.8% vs 2024
Net assets
£1M
+12.1% vs 2024
Employees
6
0% vs 2024
Profit before tax
£195K
+1,162.4% highest in 5 filed years
Name history
Renamed 1 time since incorporation
- WEALTH CLUB ASSET MANAGEMENT LIMITED 2019-03-30 → present
- CLUBFINANCE LTD. 2002-08-30 → 2019-03-30
Net assets
5-year trend · vs Financials median
Accounts
5-year trend · latest reflected 2025-06-30
| Metric | Trend | 2021-06-30 | 2022-06-30 | 2023-06-30 | 2024-06-30 | 2025-06-30 |
|---|---|---|---|---|---|---|
| Turnover | £676,648 | £749,352 | £587,876 | £606,406 | £859,539 | |
| Operating profit | £38,085 | £61,278 | £42,193 | -£33,953 | £120,001 | |
| Profit before tax | £38,127 | £61,315 | £62,355 | £15,452 | £195,062 | |
| Net profit | — | — | — | — | — | |
| Cash | £736,206 | £875,583 | £1,506,053 | £1,138,151 | £1,329,827 | |
| Total assets less current liabilities | £1,807,085 | £1,856,750 | £1,906,325 | £1,168,620 | £1,309,701 | |
| Net assets | £1,807,085 | £1,856,750 | £1,906,325 | £1,168,620 | £1,309,701 | |
| Equity | £1,807,085 | £1,856,750 | £1,906,325 | £1,168,620 | £1,309,701 | |
| Average employees | 4 | 5 | 5 | 6 | 6 | |
| Wages | — | — | — | — | — |
Values shown as filed in the company's annual accounts. — indicates the figure wasn't present under that line item in that period. About these numbers
Ratios
Computed from the line items above — sparklines read oldest → newest
| Ratio | Trend | 2021-06-30 | 2022-06-30 | 2023-06-30 | 2024-06-30 | 2025-06-30 |
|---|---|---|---|---|---|---|
| Operating margin | 5.6% | 8.2% | 7.2% | -5.6% | 14.0% | |
| Return on capital employed | 2.1% | 3.3% | 2.2% | -2.9% | 9.2% | |
| Interest cover | — | — | — | -117.48x | — |
Margins divide P&L lines by turnover. Gearing is liabilities over total assets. Current ratio is current assets over creditors falling due within one year. Interest cover is operating profit over absolute finance costs. Sector-distribution context coming next.
Audit & accounting basis
- Accounting basis
- FRS 102
- Reporting scope
- Standalone (parent only)
- Auditor
- Bishop Fleming Audit Limited
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“The directors have prepared forecasts including cash flow projections and carefully considered the recent events and any reasonably foreseeable changes in market conditons that may arise. With these in mind, the directors have considered the ability to continue as a going concern and believe this to be an appropriate basis on which to prepare accounts as the directors have the resources and intend to continue to support the company for the foreseeable future.”
Group structure
- WEALTH CLUB ASSET MANAGEMENT LIMITED · parent
- Wealth Club Nominees Limited 100%
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
5 active · 6 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| CARICATO, Marta | Director | 2018-01-09 | Oct 1975 | Italian |
| DAVIES, Alexander James Fraser | Director | 2018-01-09 | Oct 1975 | British |
| LEECH, Sheridan Arthur Harold | Director | 2021-05-01 | Jan 1993 | British |
| POWER, Simon Fredericus Silvester | Director | 2023-10-30 | Dec 1977 | British |
| RICHARDS, Ruth Gillian | Director | 2021-05-01 | Mar 1975 | British |
Show 6 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| RHODEN, Philip Keith, Dr | Secretary | 2002-08-30 | 2018-01-09 |
| ROXBURGH MILKINS LIMITED | Corporate Secretary | 2018-01-09 | 2024-01-30 |
| BOWEN, Gayle Elizabeth | Director | 2018-01-09 | 2025-02-28 |
| BOWLES, Christopher James | Director | 2018-01-09 | 2021-04-12 |
| RHODEN, Philip Keith, Dr | Director | 2002-08-30 | 2018-01-09 |
| SCRIVENS, David James | Director | 2002-08-30 | 2018-01-09 |
Ownership
Persons with significant control
| Name | Kind | Nature of control | Notified | Status |
|---|---|---|---|---|
| Wealth Club Limited | Corporate entity | Shares 75–100%, Voting 75–100%, Appoints directors | 2018-01-09 | Active |
| Dr Philip Keith Rhoden | Individual | Shares 25–50%, Voting 25–50% | 2016-04-06 | Ceased 2018-01-09 |
| Mr David James Scrivens | Individual | Shares 25–50%, Voting 25–50% | 2016-04-06 | Ceased 2018-01-09 |
Filing timeline
Last 20 of 86 total filings
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2025-11-18 | AA | accounts | Accounts with accounts type full | |
| 2025-09-01 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2025-05-27 | CH01 | officers | Change person director company with change date | |
| 2025-03-05 | TM01 | officers | Termination director company with name termination date | |
| 2024-10-30 | AA | accounts | Accounts with accounts type full | |
| 2024-09-24 | CH01 | officers | Change person director company with change date | |
| 2024-08-30 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2024-01-30 | TM02 | officers | Termination secretary company with name termination date | |
| 2023-11-21 | AP01 | officers | Appoint person director company with name date | |
| 2023-11-10 | AA | accounts | Accounts with accounts type full | |
| 2023-08-30 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2022-11-04 | AA | accounts | Accounts with accounts type full | |
| 2022-08-30 | CS01 | confirmation-statement | Confirmation statement with updates | |
| 2021-12-02 | AA | accounts | Accounts with accounts type full | |
| 2021-10-08 | CH01 | officers | Change person director company with change date | |
| 2021-10-08 | CH01 | officers | Change person director company with change date | |
| 2021-08-31 | CS01 | confirmation-statement | Confirmation statement with updates | |
| 2021-06-30 | AA | accounts | Accounts with accounts type total exemption full | |
| 2021-05-07 | AP01 | officers | Appoint person director company with name date | |
| 2021-05-07 | AP01 | officers | Appoint person director company with name date |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 3
- Capital events
- 0
- Officers appointed
- 0
- Officers resigned
- 0
last 12 months
last 24 months
last 12 months
last 12 months
Direct counts from the register. No score, no rating — see the Filing timeline for the underlying events.
Year-on-year
FY2024 → FY2025 · period ending 2025-06-30 vs 2024-06-30
-
Turnover
+41.7%
£606,406 £859,539
highest in 5 filed years
-
Cash
+16.8%
£1,138,151 £1,329,827
-
Net assets
+12.1%
£1,168,620 £1,309,701
-
Employees
0%
6 6
-
Operating profit
+453.4%
-£33,953 £120,001
highest in 5 filed years
-
Profit before tax
+1,162.4%
£15,452 £195,062
highest in 5 filed years
Each % is (latest − prior) ÷ |prior| for the line item as filed. Periods don't have to be exactly 12 months apart — a long or short period (typical around incorporation or year-end changes) will distort the comparison. Lines a company doesn't report are omitted. About these numbers